Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid J Fennell is a financial advisor at Edelman Financial Engines. David J Fennell is currently registered with the state of Oregon, Texas and Washington. David J Fennell has a Series 63, Series 65 and Series 7 license. David J Fennell has been a registered financial advisor since 2006 and has worked at both Edward Jones and TMFS Advisors, LLC before joining Edelman Financial Engines. David J Fennell specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. David J Fennell's services include financial planning, portfolio management, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
WA
11/30/2016 - Present
Edelman Financial Engines (VANCOUVER WA)
WA
01/16/2006 - 06/01/2007
EDWARD JONES (MARYSVILLE WA)
IA
Issued 05/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Fennell is the right advisor for you? Invested Better is here to help.
